Jobs · Sales · Missouri

Regional Banking Sales and Service Coordinator II

Huntington National Bank · Springfield, MO · 4 mo ago
SalesFull-time

Summary

The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a "Simply the Best" customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities.

Duties and Responsibilities

- Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. - Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. - Ensure renewals are completed on a timely basis. - Pipeline Management - Ensure required financial statements are collected from customers on a timely basis. - Build and maintain long-term customer relationships to ensure quality control and a Simply the Best customer experience. - Client service and client management utilizing a relationship plan/model. - Coordinate with bankers and partners to prepare Relationship Plans for each customer. - Manage NSF/OD items and coordinating resolution with bankers and customers. - Handle post-loan requests such as advances, payments, payoff, and research. - Research and resolve service and operational issues related to deposit and credit accounts. - Assist customers with onboarding and maintenance of online banking platforms. - Ensure a Regional Banking incident is submitted to the Incident team for suspected fraudulent transactions. - Connect customers to the appropriate teams for recommended bank products. - Maintain up-to-date knowledge of products, systems, policies, and procedures. - Responsible for focus and awareness of identifying, assessing, and managing risk and adhering to policy and procedure acknowledgements. - Participate in identifying issues of concern and keeping department management informed as needed. - Assist in the onboarding and training of new SSC colleagues. - Perform other duties as assigned.

Basic Qualifications

- Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment - Minimum of 2 years of sales experience in a financial services or credit environment

Preferred Qualifications

- Excellent in customer service, highly motivated, focused, and goal oriented - Strong verbal and written communication skills with professional demeanor. - Exceptional organizational skills with attention to detail, planning and follow-up - Ability to build and maintain strong internal and external customer relationships - Capable of multitasking and working independently under pressure with minimal supervision - Proficient in PC usage, internet tools, and Microsoft Office - Regional Banking sales and product knowledge - Consultative selling and profiling experience - Proven track record of working well in a team environment - Strong organizational skills with attention to detail - Ability to multi-task

Exempt Status

Yes

Workplace Type

Office

Huntington will not sponsor applicants for this position for immigration benefits.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

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